SVA Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$680K Sell
8,511
-875
-9% -$69.9K 0.06% 142
2020
Q3
$700K Sell
9,386
-203
-2% -$15.1K 0.07% 134
2020
Q2
$703K Buy
9,589
+1,181
+14% +$86.6K 0.08% 133
2020
Q1
$637K Buy
8,408
+3,196
+61% +$242K 0.07% 129
2019
Q4
$469K Buy
+5,212
New +$469K 0.04% 157